Glenn Goldman is a financial advisor with Goldman Lancaster, Inc. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Goldman Lancaster since 1994 and concurrently associated with LPL Financial LLC since 1997. He is also involved in non-variable insurance activities in Long Beach. Goldman Lancaster serves individuals—including both high-net-worth and non-HNW clients—as well as corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management, financial planning, retirement plan services, and business continuity consulting, employing a fundamental analysis approach combined with strategic and tactical asset allocation across various investment vehicles.

Travis Ivanoff is a financial advisor at Ivanoff Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management LLC and Ivanoff Wealth Management since 2017. Outside of advisory services, he is president of Travis Ivanoff Insurance Services Inc., where he sells insurance products. Ivanoff Wealth Management provides discretionary asset management and financial planning to individuals, retirement plans, corporate and institutional investors, and other registered investment advisors. The firm primarily uses third-party sub-advisors and co-advisors to manage portfolios tailored to client objectives and risk tolerance.

Hilberto Cerda is a CFP® professional with 14 years of experience in financial advising. He has worked at Cerda Munoz Advisors, Inc. since 2013 and previously held roles at Cerda Wealth Management and Wealth Management Lab. In addition to his advisory work, he prepares individual income tax returns as a salaried employee. Cerda Munoz Advisors, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm’s investment strategy follows Modern Portfolio Theory and includes diversified allocations across multiple asset classes, supported by tax and accounting expertise integrated into its service model.

La Nedra Munson is a financial advisor at Avant Garde Capital with 13 years of industry experience. She holds the Series 65 designation and has been with Avant Garde Capital since 2012. Avant Garde Capital serves a small number of individual and high-net-worth clients, providing portfolio management and related investment advisory services with an emphasis on direct oversight of client accounts. The firm offers educational seminars and workshops alongside its advisory services.

Christopher Mais is a financial advisor at The Chartist with 28 years of industry experience. He has held Series 63 and Series 65 credentials and has been with The Chartist since 1999. The Chartist provides fee-only, discretionary portfolio management for individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios and a combination of charting and technical analysis, offering both long-term and short-term trading strategies alongside published subscription newsletters with trade recommendations.

Daniel Thomas is the principal of Thomas Investment Advisors LLC in Orange, CA, holding the Personal Financial Specialist (PFS™) designation with one year of experience at his current firm. He has managed a certified public accounting practice, Thomas & Thomas, since 1987 and serves as a trustee for the Group Insurance Trust of the California Society of CPAs. Thomas Investment Advisors LLC provides discretionary investment and wealth management services primarily to individuals and high-net-worth clients, emphasizing long-term investment strategies using low-cost mutual funds, ETFs, and occasional individual securities. The firm operates alongside a tax and accounting practice under common control, with Thomas using his CPA and PFS credentials to coordinate investment advice with tax and planning considerations.

Mark Dziuba is a financial advisor at Pinnacle Capital Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wildermuth Advisory and Unified Financial Securities. In addition to his advisory role, he teaches securities licensing courses through Pass Perfect. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting for individuals, high-net-worth clients, family offices, trusts, corporations, and corporate executives. The firm uses a long-term, fundamental approach and may recommend both traditional and alternative investments, emphasizing client participation and tailored plans.

Robert Kargenian is a financial advisor at TABR Capital Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with TABR Capital Management since 2003. TABR Capital Management provides discretionary investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a technical analysis approach with trend-following models and relative-strength screening to guide asset allocation and manage downside risk, tailoring portfolios to client risk profiles through a combination of core and tactical exposures.

After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.

Bradley Kaiser is a financial advisor with HG Wealth Partners LLC in Long Beach, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience, including roles at Western International Securities, Inc. and Hamilton Grant LLC. In addition to his advisory work, he provides consulting services to broker-dealers and registered investment advisers. HG Wealth Partners is a small registered investment adviser offering discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and select institutional accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, with financial planning services available as separate, time-limited engagements.

George Zuluaga is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and WiseWealth Financial Advisors, along with ongoing work as a licensed insurance agent since 2007. Avina Financial Group serves individual clients, retirement plans, charitable organizations, and businesses, offering financial planning, portfolio management, and pension consulting. The firm provides services through a wrap fee program, emphasizing retirement plan consulting and participant education.

Ryan Thomas is a financial advisor at Thomas Investment Advisors LLC in Orange, CA. He holds a Series 65 designation and has worked in the financial and accounting industries since 2018, including roles at Baker Tilly US, LLP, and Chapman University. He co-founded Thomas Investment Advisors LLC in 2025 and also has experience with Thomas & Thomas. Thomas Investment Advisors LLC provides discretionary investment management and wealth management services to individuals and high-net-worth clients. The firm focuses on long-term, fundamentally based portfolio construction using low-cost mutual funds, ETFs, and occasionally individual securities, while also offering separate tax and accounting services through an affiliated practice.

William Pugh is a Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with Vela Consulting, LLC and has previously worked at Apriem Advisors and Columbia Capital Securities, Inc. In addition to his advisory role, he acts as an independent insurance agent for life, health, and disability insurance. Vela Consulting is a state-registered investment adviser serving individuals, corporations, trusts, and retirement plans, managing approximately $47 million in assets. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing diversification, long-term allocations, and periodic rebalancing, and offers customized portfolio management and financial planning services.

George Ayala is a financial advisor at Sackett Wealth Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual Life Insurance/Capstone Partners, CAK International, and The University of New Mexico. Sackett Wealth Advisors is a team-based registered investment adviser managing approximately $181 million for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides discretionary investment advice focused on asset allocation across public and private securities, with a preference for passively oriented asset-class funds, and offers additional tax and consulting services through an affiliated accounting practice.

Brandon Boyd is a financial advisor at Legacy Advisory Group, Inc. in Santa Ana, CA, holding a Series 66 designation with 17 years of industry experience. His career includes roles at LPL Financial, Crown Capital Securities, and Heritage Planning Financial Group, where he is also co-owner of a tax preparation and accounting practice. Legacy Advisory Group, Inc. provides portfolio management and advisory services to individual, high-net-worth clients, and retirement plans. The firm utilizes a model-informed investment process overseen by an internal committee and offers both discretionary and non-discretionary account management through a range of program-based services.

Robert Kalter is the principal of Tres Wealth Management Group, LLC, an independent registered investment adviser based in Chino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes operating Kalter Insurance Services and serving as president of Kalter Financial Group, a CPA firm. Outside of investment advisory, he is actively involved in insurance sales and accounting services. Tres Wealth Management Group serves individuals, high-net-worth clients, and select corporate or business entities, managing approximately $57 million across 151 accounts. The firm provides tailored portfolio management and pension planning, employing a documented investment process that includes long- and short-term trading strategies and a combination of charting, fundamental, technical, and cyclical analysis.

Michael Lagos is a CFP® professional with 38 years of industry experience. He is the president of Lagos Wealth Advisors, where he has worked since 1995, and has also been affiliated with Madison Avenue Securities, LLC since 2022. In addition to his advisory role, he is involved in a referral business focused on securing R&D and ERC tax credits through partnerships with CPA and law firms. Lagos Wealth Advisors serves individual clients, including high-net-worth individuals, sponsoring organizations, and other entities by offering discretionary portfolio management, retirement plan consulting, and advisory referral services. The firm employs the AssetMark platform and third-party managers to implement customized investment strategies and manages a Next Level IRA program using a quantitative and qualitative scoring process for mutual funds.

West Cohan is a CFP® with 11 years of industry experience and is currently with InvestLinc Wealth Services. He has been with the firm and its predecessor entities since 2013. Outside of his advisory role, Mr. Cohan is the CFO and founder of Lémore, a skincare company. InvestLinc Wealth Services provides wealth and portfolio management to high-net-worth individuals, families, and related entities. The firm offers customized investment implementation, financial planning services, and manages portfolios using fundamental, technical, and quantitative analysis across traditional and alternative asset classes.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.

Tami Simpson is a CFP® with 19 years of industry experience, currently affiliated with Wealth Financial Group West, Inc. She has worked at multiple firms including Gradient Advisors, LLC and Brokers International. Simpson is also involved with Simpson & Simpson Life Insurance Services, Inc., where she has served in an insurance sales and services capacity. Wealth Financial Group West, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm combines model portfolios and external platforms with various security analysis methods and conducts ongoing portfolio monitoring, while also facilitating access to third-party managed programs.